This hybrid Financial Planner job in Sutton Coldfield provides opportunity to join a small, close-knit team and take over an existing client bank.
You will be joining a team of 2 Financial Advisers and 2 Support Staff who work closely together to provide their clients with holistic financial planning.
The business has experienced consistent growth and have no plans to slow down.
They are seeking an experienced Financial Planner who enjoys supporting their client to the fullest. As a business they focus on true financial planning and like to delve deep into their client needs and ambitions
You should look to provide excellent service to the client bank you will receive whilst also growing this further through the businesss introducer network and your own sources.
Financial Planner Requirements
1. You should have 3+ years experience as a Financial Planer
2. You must have excellent written and verbal communication skills
3. You must hold your level 4 diploma in financial planning
4. You should ideally be working towards chartered status or hold this already
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